Shotwell Rutter Baer’s Dimensional International Value ETF DFIV Stock Holding History

Shotwell Rutter Baer’s Portfolio DFIV Stock Details DFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.38M	Buy	132,130 +651	+0.5%	+$37.2K	4.1%	10
2026 Q2	$7.1M	Sell	131,479 -6,634	-5%	-$365K	3.9%	10
2026 Q1	$7.29M	Sell	138,113 -29	-0%	-$1.54K	4.28%	10
2025 Q4	$6.98M	Buy	138,142 +2,680	+2%	+$127K	4.19%	11
2025 Q3	$6.28M	Sell	135,462 -3,600	-3%	-$161K	4.05%	11
2025 Q2	$6.02M	Buy	139,062 +200	+0.1%	+$8.15K	4.09%	11
2025 Q1	$4.96M	Buy	138,862 +371	+0.3%	+$14.2K	4.37%	10
2024 Q4	$4.89M	Buy	138,491 +3,345	+2%	+$123K	4.12%	10
2024 Q3	$5.13M	Buy	135,146 +4,661	+4%	+$172K	4.22%	10
2024 Q2	$4.75M	Buy	130,485 +1,334	+1%	+$49.1K	4.21%	10
2024 Q1	$4.81M	Buy	129,151 +596	+0.5%	+$20.7K	9.75%	5
2023 Q4	$4.39M	Buy	+128,555	New	+$4.19M	4.19%	10

Other funds holding DFIV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Shotwell Rutter Baer's DFIV Position: Q3 2026 in Review

Shotwell Rutter Baer increased its Dimensional International Value ETF (DFIV) stake by 0.5% in Q3 2026, buying an estimated $37.2K and bringing the position to 132,130 shares worth $7.38M. The position accounts for 4.1% of the portfolio, ranked #10.

Shotwell Rutter Baer first reported a position in DFIV in Q4 2023 and has held it in 12 quarters since. 192 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Shotwell Rutter Baer held 132,130 shares of Dimensional International Value ETF worth $7.38M as of Q3 2026.
Shotwell Rutter Baer bought 651 Dimensional International Value ETF shares in Q3 2026, an estimated $37.2K.
Dimensional International Value ETF made up 4.1% of Shotwell Rutter Baer's portfolio in Q3 2026, its #10 holding.
Shotwell Rutter Baer first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 12 quarters since.
192 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.